Client Relationship Consultant
Financial Planning Certificate (FPC 1, 2 & 3)
Diploma in Regulated Financial Planning (Level 4)
Certificate in Mortgage Advice & Practice - ceMAP
I have been in the financial services industry for over 20 years. In my current role as a Bespoke Client Manager, I provide the detailed technical research and personalised financial planning helping clients achieve their financial goals.
I enjoy spending time with my family and friends. Also, I really enjoy trips to the theatre, reading and walking my dog.